51Թ can set you up with an online class or private tutoring to aid your San Francisco-Bay Area CFA preparation. If you're seeking your Chartered Financial Analyst, or CFA, credential, expert-led test prep is available so you can demonstrate your proficiency in key areas. You've worked hard to earn your finance degree at the University of San Francisco or the University of California - Berkeley. However, obtaining your certification requires you to pass a series of three exams - CFA Level I, Level II, and Level III. Regardless of which level you are taking, professional guidance is available to help you review the content on each test and learn invaluable study and test-taking strategies.
What Topics Can San Francisco-Bay Area CFA Prep Help Me With?
To take the next exam in sequence, you must pass the one before it. The results of your performance are "pass" or "did not pass." An instructor can help you reach for your goals by covering exam content and the question format, which varies with the complexity of each level. You'll need to know about professional standards, ethics, investment tools, portfolio management, asset classes, and wealth planning, which can be covered in-depth by your instructor whether you choose to study as part of an online course or one-on-one with a mentor.
You can take Level I during your final year of college, if you have completed your bachelor's degree, or if you have worked professionally in the finance industry. You'll need to answer 240 multiple-choice questions over two 3-hour sessions. The test format consists of sentence completion and topical questions. There are three unique choices for each. If you've completed your bachelor's degree and passed Level I, you can now prepare for Level II. Your instructor can cover the types of case statements, or vignettes, and questions you will encounter. For Level III, San Francisco-Bay Area CFA prep can focus on your essay response and the types of vignettes and questions included on the exam.
Each test prep session contains up-to-date instruction and content. You will receive a review of topics such as ethical and professional standards, quantitative methods, economics, and financial reporting and analysis. Other topics you might cover include fixed income, equity investments, and alternative investments. In addition to a comprehensive overview of financial topics, your instructor will also discuss the format of the exam and strategies to help you answer questions correctly and efficiently. A focus on your study and test-taking skills can improve your confidence and help you reach for your full potential.
What Are the Advantages of San Francisco-Bay Area CFA Test Prep?
Both collaborative online courses and private instruction are available, and 51Թ can set you up with both. Whether you prefer one method over the other, or benefit from both, you can select the options that work best. Each has unique benefits. For example, a San Francisco-Bay Area CFA prep course enables you to attend an online class with an online whiteboard and video chat, which are part of our intuitive Live Learning Platform. You can interact with your instructor and peers. You can answer questions, receive feedback, ask anything you need to, and assist your peers in learning and during collaborative projects, while studying anywhere you can comfortably work on the Internet. One-on-one help is available too. A San Francisco-Bay Area CFA prep class instructor can set up a time to work with you individually if you need extra help.
However, you can also choose to work with a San Francisco-Bay Area CFA tutor if you prefer private instruction. A tutor can spend as much time as you need on a topic and tailor each lesson to address your areas of opportunity. You are free to ask questions at any time. If one teaching method doesn't mesh with your learning style, your mentor will try something different. They can provide feedback at every step of the way, so you can focus on your opportunities and efficiently spend your time learning the topics that are most important.
How Do I Enroll in San Francisco-Bay Area CFA Prep?
Enrolling in the type of prep that works best for you is simple. Just contact 51Թ to speak to an educational consultant. They can walk you through the entire process. Online courses are held at different times of the day, even weekends, to account for busy schedules, and in two- and four-week sessions. Private instructors are flexible as well and can address your unique scheduling needs. You can get the San Francisco-Bay Area CFA prep you need, starting as soon as today.

Andrew: San Francisco CFA test prep instructor
...CT, AL). Along the path, I taught college-level finance classes to acclaim and CFA exam classes. I currently mentor several professionals and am tutoring one for the CFA Level 1 exam. I am also an expert in all aspects of the GMAT. I enjoy teaching the most when I see the light of understanding turn...
Education & Certification
- The University of Alabama - Bachelor in Arts, Finance
- The University of Alabama - Master of Arts, Economics
Subject Expertise
- CFA
- CPA
- Accounting
- Business
- +10 subjects

Alexander: San Francisco CFA test prep instructor
...and professionals in the areas of finance, accounting, valuation, economics, particularly those currently seeking or contemplating completing the CFA program, from which I successfully obtained my Charter. I have spent the entirety of my professional career in corporate finance, accounting/controlling, and investing, specifically in technology, media/internet, and telecommunications, from startups to multinational corporations, domestically and internationally....
Education & Certification
- Stanford University - Bachelor of Science, Political Science and Government
- University of Oxford - Master of Arts, Business Administration and Management
Subject Expertise
- CFA
- CFA - Chartered Financial Analyst - Level 1
- Economics
- Macroeconomics
- +6 subjects
Education & Certification
- CUNY Bernard M Baruch College - Masters in Business Administration, Business Administration and Management
- State Certified Teacher
Subject Expertise
- CFA
- SIE
- CPA
- Intermediate Accounting
- +18 subjects

Ryan: San Francisco CFA test prep instructor
...I obtained my CPA while working in Big 4 public accounting. Since then I've worked in back and middle office roles at some of the largest banking institutions in the world. I'm excited to bring my education and 10+ years of professional experience to help others learn accounting, finance, and other business disciplines.
Education & Certification
- Florida Gulf Coast University - Bachelor of Accountancy, Accounting
Subject Expertise
- CFA
- Series 7 - General Securities Representative Exam (Stockbroker)
- CPA
- Accounting
- +12 subjects

Joe: San Francisco CFA test prep instructor
...am ready to help clients with the software as well related accounting issues. Insurance license exam is another area of my expertise, as I have nailed the exam after fairly short period of preparation. I pass all of the aforementioned examinations at the first attempt with top percentile scores, and I would like to share...
Education & Certification
- Capital University - Bachelor of Accountancy, Accounting
- Fordham University - Master of Science, Accounting
Subject Expertise
- CFA
- CPA
- Insurance License
- Exam FM - Financial Mathematics
- +33 subjects

Sang-Hoon: San Francisco CFA test prep instructor
I graduated from Columbia College in Columbia University in 1996 with a degree in Economics. I look forward to teaching students and learners and have a positive influence in your education and experience.
Education & Certification
- Columbia University in the City of New York - Bachelor of Science, Economics
Subject Expertise
- CFA
- SIE
- Series 63
- CAIA Level II
- +103 subjects

Vikram: San Francisco CFA test prep instructor
...MBA (Fin) and CFA qualifications. Teaching is my hobby and I taught nearly 60 CFA level 1 students. I have 18 years of professional experience as an investment professional. Completed FINRA Exams, Series 7 and Series 66. Making difficult concepts easy to understand with examples from day-to-day life is a gift to me.
Education & Certification
- ICFAI - Master's/Graduate, Investment
- CFA Institute - Professional (JD, MD, DMD, etc), Investment
- London Business School - Master of Arts, Finance
Subject Expertise
- CFA
- Series 66
- Exam SRM - Statistics for Risk Modeling
- Exam FM - Financial Mathematics
- +29 subjects

Gordon: San Francisco CFA test prep instructor
...been an adjunct university finance professor for 9 years that taught master's and undergraduate finance classes. I received my MBA from Rockhurst University in Kansas City, MO. I received my bachelor's degree in business administration with a concentration in psychology from the University of Kansas in Lawrence. I do hold the Chartered Financial Analyst (CFA)...
Education & Certification
- University of Kansas - Bachelor of Science, Business Administration and Management
- Rockhurst University - Masters in Business Administration, Finance
Subject Expertise
- CFA
- CFP
- CIMA
- CIA - Certified Internal Auditor
- +58 subjects

Daniel: San Francisco CFA test prep instructor
Learn from a finance industry professional with nearly 2 decades of experience. Formally trained in Economics with an MBA in Finance. I am also a CFA Charterholder. My talent in explaining difficult concepts easy to understand!
Education & Certification
- Boston University - Bachelor in Arts, Economics
- FGV - Fundação Getulio Vargas - Masters in Business Administration, Finance
Subject Expertise
- CFA
- Series 7
- Series 3
- Series 6
- +10 subjects

Taiwo: San Francisco CFA test prep instructor
...have extensive experience in accounting, investment and finance case studies using Microsoft Excel. I have helped students to achieve 100% in their accounting and finance case studies. In addition, I have an advanced knowledge base in microeconomics and macroeconomics concepts. On the data analytics side, I can use Python and Pandas to analyze any data...
Education & Certification
- Covenant University - Bachelor of Science, Accounting and Finance
- Pace University-New York - Masters in Business Administration, Finance
Subject Expertise
- CFA
- Real Estate License - Arizona
- Real Estate License - Washington
- Real Estate License - Virginia
- +44 subjects

James: San Francisco CFA test prep instructor
...an MBA with an emphasis in finance from USC, I tutor Finance students and CFA candidates preparing for the Levels 1 and 2 exams. Having had careers in finance and education, my objective as a finance tutor is to explain concepts in straightforward terms with everyday examples. I aim to give life to the dynamics...
Education & Certification
- Whitman College - Bachelor in Arts, Biology, General
- University of Southern California Marshall School of Business - Masters in Business Administration, Finance
Subject Expertise
- CFA
- Series 65
- CPA
- Series 7
- +20 subjects

Ann: San Francisco CFA test prep instructor
...way that is relevant to the student, particularly that student who doesn't have a strong background in the subject. I have been tutoring and mentoring for many years, and find that my own understanding of a subject is improved with each person I that I teach. I hold a BS in Accounting from the University...
Education & Certification
- SUNY College at Buffalo - Bachelor of Science, Accounting
- University of Minnesota-Twin Cities - Masters in Business Administration, Business Administration and Management
Subject Expertise
- CFA
- CPA
- SEE - Special Enrollment Exam
- Real Estate License
- +63 subjects

Joshuah: San Francisco CFA test prep instructor
...Biology and Political Sciences; passed the SIE, Series 63, 65, and 7 on the first attempts, and have passed the Level I CFA exam. All of which are completely unimportant because it's not about me, it's about how I can help you (and I can)! Whether you know what you need to know, or are...
Education & Certification
- Excelsior College - Bachelor of Science, Biology, General
Subject Expertise
- CFA
- Series 66
- Series 79
- Series 65
- +14 subjects

Ramesh: San Francisco CFA test prep instructor
...(certified Public Accountant), CFA (chartered Financial Analyst) and CIA (certified internal auditor). My favorite subjects are Financial reporting and Auditing as I have practical exposure along with theoretical. My philosophy is mutual participation by myself and student as I do not want one-way discourse but input from students during class in order to ensure what...
Education & Certification
- california board of Accountancy - Master of Science, Accounting
Subject Expertise
- CFA
- CIA - Certified Internal Auditor
- CPA
- Financial Accounting
- +18 subjects

Christopher: San Francisco CFA test prep instructor
...to find a study style that meets your needs, help you define a program, and determine steps for your mastery. I'm easy to talk to, a good listener, and have a good sense of humor. I will try to make learning fun and rewarding for you. I have taught all ages across all demographics, from...
Education & Certification
- Western Kentucky University - Bachelor of Science, Financial Mathematics
Subject Expertise
- CFA
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 66
- +51 subjects

Nicholas: San Francisco CFA test prep instructor
Have been tutoring on and off in a variety of subject areas since the 7th grade. My areas of specialty are in the science and in money-related topics such as securities, insurance, economics, finance, and accounting.
Education & Certification
- SIUCarbondale - Bachelor of Science, Management Science
- Walden University - Doctor of Philosophy, Finance
Subject Expertise
- CFA
- Series 7
- Series 63
- CIMA
- +43 subjects

John: San Francisco CFA test prep instructor
...into the intricacies of finance and business management. However, it's my passion for education and mentorship that truly drives me. With four years of dedicated teaching experience, I have honed my ability to effectively convey complex concepts in a clear and concise manner, ensuring that my students not only grasp the material but also develop...
Education & Certification
- Cornell University - Master of Science, Finance
- CFA Institute - Associate in Science, Finance
Subject Expertise
- CFA
- AAPC - American Academy of Professional Coders
- OAE - Ohio Assessments for Educators
- ABIM Exam - American Board of Internal Medicine
- +620 subjects

Frederic: San Francisco CFA test prep instructor
...PhD in Economics from the University of Pennsylvania. I also am a Chartered Financial Analyst (CFA) with extensive experience in the financial and investment industries. Before entering industry, I was an Assistant Professor of Economics at Rutgers University. I have a passion for helping make complex topics understandable to students and applying concepts to real...
Education & Certification
- University of Pennsylvania - Bachelor in Arts, Economics
- University of Pennsylvania - Doctor of Philosophy, Economics
Subject Expertise
- CFA
- CPA
- CFA - Chartered Financial Analyst - Level 1
- Intermediate Accounting
- +28 subjects

Ben: San Francisco CFA test prep instructor
Experienced portfolio manager, strategist and published author with a demonstrated history of working in the financial services industry. Skilled in Asset Management, Equities, Bonds, Investment Strategies, and Capital Markets. Strong finance professional with a MBA focused in Finance, General from University of Southern California - Marshall School of Business. Series 65, 7, 63, 24, CFA,...
Education & Certification
- University of Amsterdam - Bachelor of Economics, Economics
- University of Southern California - Masters in Business Administration, Economics
Subject Expertise
- CFA
- WMCP - Wealth Management Certified Professional
- Series 3
- Series 28
- +39 subjects

Evan: San Francisco CFA test prep instructor
...economics. I subsequently passed all 3 levels of the CFA examination process. I have worked in Investment Banking (Barclays Investment Bank) where I performed complex financial analyses before subsequently working in Private Equity. Most recently, I served as a Director of Finance for a Private Equity owned enterprise. I have helped many students in statistics,...
Education & Certification
- Northwestern University - Bachelor in Arts, Economics
Subject Expertise
- CFA
- Series 24
- Series 66
- Series 63
- +27 subjects